Looking to diversify beyond VBIUX? The mutual funds below have the lowest correlation with VBIUX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from VBIUX.
Best Diversifiers for VBIUX
5 mutual funds have low correlation with VBIUX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) (Total Bond Market) with a 1Y correlation of 0.20, up from -0.27 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Strategic Income Opportunities Fund Class... | 0.20 | -0.21 | -0.27 | 99 | Total Bond Market | VBIUX vs JSOSX | |
| Vanguard 500 Index Fund Admiral Shares | 0.27 | 0.20 | 0.13 | 69 | S&P 500, Large Cap Blend Equities | VBIUX vs VFIAX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.27 | 0.20 | 0.13 | 69 | S&P 500, Large Cap Blend Equities | VBIUX vs VIIIX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.28 | 0.21 | 0.14 | 69 | Large Cap Blend Equities | VBIUX vs VTSAX | |
| Fidelity Flex Conservative Income Bond Fund | 0.29 | 0.29 | 0.30 | 100 | Total Bond Market | VBIUX vs FJTDX |
See all 21 diversifiers for VBIUX
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